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Status Will Not Implement
Workspace E-Closing Core
Categories Enhancements
Created by Mary Margaret Stacy
Created on Mar 16, 2023

Closing Vue - Put file upload area in the new menu bar (on right of screen)

Why not put a file upload area in the right menu bar? This way you don't have to navigate to another screen to upload your file without having to navigate back to the screen to finish what you're working on. In other words, a lot of the time, the user is transcribing information from an outside PDF file, either a fax, email document, or stored file. Often times these files should get uploaded, but they don't because after the entry is made, the task to upload the document is forgotten, in part, because the particular screen does not have the upload feature. If the document upload feature existed in the menu bar, then the ability to upload would be accessible on most any screen. Currently, one would have to make a decision whether to leave the current screen to upload the document, and then return to the screen that is being edited.

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  • Admin
    Alyssa LeMay
    Reply
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    Feb 6, 2024

    Hello

    The reason you can only upload files on the File Summary and Document Management pages is because that is where the specific code to allow for drag and drop is. We cannot add that code to every single page.

    In order to upload files, you will need to be on the File Summary or Document Management pages.

    E-Closing